Bridge Builder Large Fund Quote
| BBVLX Fund | USD 19.37 0.06 0.31% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Bridge Builder is trading at 19.37 as of the 2nd of December 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 19.31. Bridge Builder has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Bridge Builder Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests, under normal market conditions, at least 80 percent of its net assets in the securities of large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. More on Bridge Builder Large
Moving together with Bridge Mutual Fund
Moving against Bridge Mutual Fund
Bridge Mutual Fund Highlights
| Fund Concentration | Bridge Builder Funds, Large Value Funds, Large Value, Bridge Builder (View all Sectors) |
| Update Date | 31st of December 2024 |
Bridge Builder Large [BBVLX] is traded in USA and was established 2nd of December 2024. Bridge Builder is listed under Bridge Builder category by Fama And French industry classification. The fund is listed under Large Value category and is part of Bridge Builder family. This fund currently has accumulated 8.15 B in assets under management (AUM) with no minimum investment requirementsBridge Builder Large is currently producing year-to-date (YTD) return of 21.1% with the current yeild of 0.02%, while the total return for the last 3 years was 10.88%.
Check Bridge Builder Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Bridge Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Bridge Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Bridge Builder Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Bridge Builder Large Mutual Fund Constituents
| PNC | PNC Financial Services | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| AXP | American Express | Stock | Financials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| ORCL | Oracle | Stock | Information Technology | |
| DE | Deere Company | Stock | Industrials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials |
Bridge Builder Large Risk Profiles
| Mean Deviation | 0.482 | |||
| Semi Deviation | 0.3571 | |||
| Standard Deviation | 0.6184 | |||
| Variance | 0.3824 |
Bridge Builder Against Markets
Other Information on Investing in Bridge Mutual Fund
Bridge Builder financial ratios help investors to determine whether Bridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bridge with respect to the benefits of owning Bridge Builder security.
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